MondegarAI
MYDA Advisors LLC

Q2 2025 · 13F-HR

MYDA Advisors LLCholdings as filed

Filed 2025-08-13 · accession 0001214659-25-011975

$572.2M
Reported value
142
Positions
2025-06-30
Period end
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The Brief · MYDA Advisors LLC · Q2 2025

AI · grounded in 13F

MYDA Advisors LLC established a new position in SPY valued at $49.4M. The fund also initiated new stakes in GLD for $45.7M and CORZ for $33.3M. Additional new positions include NVDA at $23.7M and MSFT at $18.5M. The fund ended the period with 127 positions and total AUM of $572.2M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$49.4M8.64%80,000PUTSOLE
78463V107GLDSPDR GOLD TR$45.7M7.99%150,000PUTSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$29.4M5.13%1,721,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$23.7M4.14%150,000CommonSOLE
594918104MSFTMICROSOFT CORP$18.5M3.23%37,204CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$18.0M3.14%220,000CommonSOLE
46090E103QQQINVESCO QQQ TR$13.8M2.41%25,000PUTSOLE
88160R101TSLATESLA INC$12.7M2.22%40,000PUTSOLE
023135106AMZNAMAZON COM INC$12.1M2.11%55,000CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$10.3M1.79%25,100CALLSOLE
G7257A113PCAPUPROCAP ACQUISITION CORP$10.0M1.75%935,000CommonSOLE
21873S108CRWVCOREWEAVE INC$9.8M1.71%60,000PUTSOLE
21037T109CEGCONSTELLATION ENERGY CORP$9.7M1.69%30,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$9.3M1.63%100,000CALLSOLE
464287655IWMISHARES TR$8.6M1.51%40,000PUTSOLE
552953101MGMMGM RESORTS INTERNATIONAL$8.6M1.50%250,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$7.5M1.30%80,000CommonSOLE
G9456A100GLNGGOLAR LNG LTD$7.5M1.30%181,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC$7.3M1.27%40,000CommonSOLE
G32089107ETORETORO GROUP LTD$6.7M1.16%100,000CALLSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$6.5M1.14%135,100CALLSOLE
G3730H106CCIRCOHEN CIRCLE ACQUISITION COR$6.4M1.12%586,600CommonSOLE
88080T104WULFTERAWULF INC$6.4M1.12%1,465,000CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$6.2M1.08%48,000CommonSOLE
75734B100RDDTREDDIT INC$6.0M1.05%40,000PUTSOLE
G4R103107GSR III ACQUISITION CORP$5.9M1.03%546,508CommonSOLE
92840M102VSTVISTRA CORP$5.8M1.02%30,000CommonSOLE
464286400EWZISHARES INC$5.8M1.01%200,000CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$5.5M0.96%30,000CALLSOLE
110448107BTIBRITISH AMERN TOB PLC$5.4M0.95%115,000CommonSOLE
74340W103PLDPROLOGIS INC.$5.3M0.92%50,000CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$5.2M0.91%25,000CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$5.2M0.91%370,000CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$5.1M0.89%12,500CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4.8M0.84%22,500CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$4.8M0.84%11,700CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$4.7M0.83%100,000CALLSOLE
268150109DTDYNATRACE INC$4.7M0.82%85,000CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$4.7M0.82%40,000CommonSOLE
17243V102CNKCINEMARK HLDGS INC$4.5M0.79%150,000CommonSOLE
75734B100RDDTREDDIT INC$4.5M0.79%30,000CALLSOLE
G1368E122BLUWUBLUE WTR ACQUISITION CORP. I$4.5M0.79%450,000CommonSOLE
833445109SNOWSNOWFLAKE INC$4.5M0.78%20,000CommonSOLE
00206R102TAT&T INC$4.1M0.71%140,000CommonSOLE
15101Q207CLSCELESTICA INC$3.9M0.68%25,000CommonSOLE
G6861F120OYSEUOYSTER ENTERPRISES II ACQUIS$3.8M0.66%375,000CommonSOLE
09062X103BIIBBIOGEN INC$3.8M0.66%30,000CALLSOLE
G43658106IMSRHCM II ACQUISITION CORP$3.3M0.58%300,000CommonSOLE
457669307INSMINSMED INC$3.2M0.56%32,000CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$3.1M0.54%180,000CALLSOLE
M8740S227TATTTAT TECHNOLOGIES LTD$3.1M0.53%100,000CommonSOLE
746228303PCYOPURE CYCLE CORP$3.0M0.53%280,603CommonSOLE
26884L109EQTEQT CORP$2.9M0.51%50,000CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$2.9M0.50%101,000CommonSOLE
47248R103JCAPJEFFERSON CAPITAL INC$2.8M0.49%152,138CommonSOLE
46429B598INDAISHARES TR$2.8M0.49%50,000CommonSOLE
64110L106NFLXNETFLIX INC$2.7M0.47%2,000CommonSOLE
36828A101GEVGE VERNOVA INC$2.6M0.46%5,000PUTSOLE
84858T772EUADSPINNAKER ETF SERIES$2.6M0.45%60,000CommonSOLE
60937P106MDBMONGODB INC$2.5M0.44%12,000CommonSOLE
457669307INSMINSMED INC$2.5M0.44%25,000CALLSOLE
00724F101ADBEADOBE INC$2.5M0.43%6,400CommonSOLE
717081103PFEPFIZER INC$2.4M0.42%100,000CommonSOLE
30233G209EYPTEYEPOINT PHARMACEUTICALS INC$2.4M0.41%250,000CommonSOLE
36162J106GEOGEO GROUP INC NEW$2.3M0.40%96,000CommonSOLE
G1144A105BTBTBIT DIGITAL INC$2.2M0.38%1,000,000CommonSOLE
336433107FSLRFIRST SOLAR INC$2.2M0.38%13,000CommonSOLE
46222L108IONQIONQ INC$2.1M0.38%50,000PUTSOLE
M0854Q105ALLTALLOT LTD$2.1M0.37%250,000CommonSOLE
G32089107ETORETORO GROUP LTD$2.1M0.37%32,000CommonSOLE
33829M101FIVEFIVE BELOW INC$2.1M0.37%16,000CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$2.0M0.36%330,000CommonSOLE
88080T104WULFTERAWULF INC$1.9M0.34%440,000CALLSOLE
88339P101REALTHE REALREAL INC$1.9M0.33%400,000CommonSOLE
714157203PESIPERMA-FIX ENVIRONMENTAL SVCS$1.8M0.31%169,208CommonSOLE
63010H108NNENANO NUCLEAR ENERGY INC$1.7M0.30%50,000PUTSOLE
92189F817VNMVANECK ETF TRUST$1.6M0.29%120,000CommonSOLE
18538R103CLWCLEARWATER PAPER CORP$1.6M0.29%60,000CommonSOLE
78137L105RUMRUMBLE INC$1.6M0.28%180,000CALLSOLE
485924104KRMNKARMAN HLDGS INC$1.5M0.26%30,000CommonSOLE
55024U109LITELUMENTUM HLDGS INC$1.4M0.25%15,000CommonSOLE
N4732M103JBSJBS N.V.$1.4M0.24%95,000CommonSOLE
10501L106BWAYBRAINSWAY LTD$1.3M0.23%100,800CommonSOLE
58733R102MELIMERCADOLIBRE INC$1.3M0.23%500CommonSOLE
09062X103BIIBBIOGEN INC$1.3M0.22%10,000CommonSOLE
G1331A124BACCUBLUE ACQUISITION CORP.$1.3M0.22%125,000CommonSOLE
G6683N103NUNU HLDGS LTD$1.1M0.19%80,000CommonSOLE
18915M107NETCLOUDFLARE INC$1.1M0.19%5,500CommonSOLE
45569U101INDIINDIE SEMICONDUCTOR INC$1.1M0.19%300,000CommonSOLE
679369108OLPXOLAPLEX HLDGS INC$1.1M0.18%750,000CommonSOLE
92835K103VPGVISHAY PRECISION GROUP INC$1.0M0.18%37,060CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$1.0M0.18%150,000CommonSOLE
G8068L108SNSHARKNINJA INC$989,9000.17%10,000CommonSOLE
518439104ELLAUDER ESTEE COS INC$969,6000.17%12,000CommonSOLE
67079K100SMRNUSCALE PWR CORP$949,4400.17%24,000CALLSOLE
M46528101FROFRONTLINE PLC$935,6330.16%57,016CommonSOLE
G6993G129PELIUPELICAN ACQUISITION CORP$914,4000.16%90,000CommonSOLE
767292105RIOTRIOT PLATFORMS INC$904,0000.16%80,000CommonSOLE
92891H606UVIXVS TRUST$897,6000.16%40,000CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$853,5000.15%50,000PUTSOLE
32076V103AGFIRST MAJESTIC SILVER CORP$827,0000.14%100,000CommonSOLE
65345B201NXLNEXALIN TECHNOLOGY INC$790,2400.14%800,000CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$728,5500.13%3,000CommonSOLE
08205P209BNTCBENITEC BIOPHARMA INC$726,7570.13%62,116CommonSOLE
55406W103LUXELUXEXPERIENCE BV$714,6000.12%90,000CommonSOLE
06777U200BNEDBARNES & NOBLE ED INC$706,2000.12%60,000CommonSOLE
87918A105TDOCTELADOC HEALTH INC$696,8000.12%80,000CommonSOLE
91532F102UMACUNUSUAL MACHS INC$685,6000.12%80,000CommonSOLE
N44445109IMTXIMMATICS N.V$645,6000.11%120,000CommonSOLE
464287556IBBISHARES TR$632,5500.11%5,000CommonSOLE
G2662B103CRMLCRITICAL METALS CORP$608,6000.11%170,000CommonSOLE
68989M202OUSTOUSTER INC$606,2500.11%25,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$567,0500.10%5,000CommonSOLE
52567D107LMNDLEMONADE INC$525,7200.09%12,000CommonSOLE
G87890128TVAIUTHAYER VENTURES ACQ CORP II$508,0000.09%50,000CommonSOLE
G1069P137BSAAUBEST SPAC I ACQUISITION CORP$502,0000.09%50,000CommonSOLE
25400W102APPSDIGITAL TURBINE INC$466,6900.08%79,100CALLSOLE
29975E109EB4EVENTBRITE INC$420,8000.07%160,000CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$385,6800.07%8,000CommonSOLE
G43658122IMSRWHCM II ACQUISITION CORP$327,3620.06%139,303CommonSOLE
25400W102APPSDIGITAL TURBINE INC$295,0000.05%50,000CommonSOLE
G7779D108SAGTSAGTEC GLOBAL LTD$291,2000.05%130,000CommonSOLE
G4412G101HLFHERBALIFE LTD$282,3390.05%32,754CommonSOLE
23306J309DBVTDBV TECHNOLOGIES S A$276,8120.05%30,220CommonSOLE
77313F106RCKTROCKET PHARMACEUTICALS INC$245,0000.04%100,000CommonSOLE
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS$234,0000.04%200,000CommonSOLE
87427V103TALKTALKSPACE INC$222,4000.04%80,000CommonSOLE
36317J209GLXYGALAXY DIGITAL INC.$219,0000.04%10,000CommonSOLE
88339P101REALTHE REALREAL INC$216,0290.04%45,100CALLSOLE
70451A104PAYSPAYSIGN INC$216,0000.04%30,000CommonSOLE
72815G108MYPSPLAYSTUDIOS INC$183,4000.03%140,000CommonSOLE
83193D203SMTKSMARTKEM INC$181,8000.03%180,000CommonSOLE
502074503LMFALM FDG AMER INC$165,4850.03%57,862CommonSOLE
63008G203NNDMNANO DIMENSION LTD$162,0000.03%100,000CommonSOLE
04302A104AIPARTERIS INC$142,9500.02%15,000CommonSOLE
45782T105INMBINMUNE BIO INC$115,5000.02%50,000PUTSOLE
75644T100RCATRED CAT HLDGS INC$109,2000.02%15,000CommonSOLE
12674W109CABACABALETTA BIO INC$60,8000.01%40,000CommonSOLE
63909J108NAUTNAUTILUS BIOTECHNOLOGY INC$55,3920.01%76,413CommonSOLE
77313F106RCKTROCKET PHARMACEUTICALS INC$51,9400.01%21,200CALLSOLE
G9456A100GLNGGOLAR LNG LTD$41,1900.01%1,000CALLSOLE
48208F105SAFETY SHOT INC$32,9900.01%100,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.